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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2026
Pinnacle Bancorp
Nebraska
$3.24M -$782 -4 -0%
FFA
2027
Fortune Financial Advisors
Kansas
$3.24M -$57.1K -292 -2%
CW
2028
CreativeOne Wealth
Kansas
$3.23M -$1.12M -5,744 -26%
NNPTE
2029
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.23M -$2.93K -15 -0.1%
TWM
2030
TriaGen Wealth Management
California
$3.23M -$5.87K -30 -0.2%
CRA
2031
Clear Rock Advisors
Texas
$3.23M +$7.82K +40 +0.3%
GWM
2032
GSB Wealth Management
Connecticut
$3.23M -$20.3K -104 -0.6%
WFG
2033
Wills Financial Group
Virginia
$3.23M +$58.1K +297 +2%
CPWA
2034
Cerro Pacific Wealth Advisors
California
$3.23M +$3.12M +15,949 New
MIM
2035
Morningstar Investment Management
Illinois
$3.23M -$525K -2,687 -14%
SAM
2036
Secure Asset Management
Michigan
$3.22M -$288K -1,475 -8%
HFM
2037
Hartford Funds Management
Pennsylvania
$3.22M +$248K +1,270 +9%
AWA
2038
Aaron Wealth Advisors
Illinois
$3.21M +$44.6K +228 +1%
EA
2039
Eclectic Associates
California
$3.21M -$21.7K -111 -0.7%
PFM
2040
Phillips Financial Management
Indiana
$3.21M +$63.1K +323 +2%
RHP
2041
Royal Harbor Partners
Texas
$3.19M -$230K -1,174 -7%
SCM
2042
Spreng Capital Management
Ohio
$3.19M -$93.8K -480 -3%
CCG
2043
Chatham Capital Group
Georgia
$3.19M -$1.96K -10 -0.1%
EHWM
2044
Eads & Heald Wealth Management
Georgia
$3.19M -$194K -990 -6%
IF
2045
Ironwood Financial
Arizona
$3.19M – – –
REMPR
2046
Roof Eidam Maycock Peralta (REMP)
California
$3.19M +$50.8K +260 +2%
AMIM
2047
Aull & Monroe Investment Management
Alabama
$3.18M -$359K -1,837 -10%
CMTU
2048
Capital Markets Trading (UK)
United Kingdom
$3.16M +$2M +10,252 +191%
AIA
2049
Armor Investment Advisors
North Carolina
$3.16M +$109K +558 +4%
PWAM
2050
Pinnacle West Asset Management
Wyoming
$3.15M -$37.1K -190 -1%
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